TB
Terry D. Buskirk
STRATEGIC BLUEPRINT
Holdrege, NE 68949
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CRD#: 1343379
TB
Professional summary
Terry Doyle Buskirk, CFP®, who also goes by Terry D Buskirk, is a registered financial advisor currently at STRATEGIC BLUEPRINT, LLC located in Holdrege, Nebraska and THE STRATEGIC FINANCIAL ALLIANCE, INC. located in Holdrege, Nebraska.
Terry is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1985. Terry has worked at 8 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Terry D Buskirk
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1.) T. BUSKIRK, INC POSITION: T. Buskirk Owner, Insurance Agent NATURE: INSURANCE SALES - AGENT - START DATE: 10/1997 - LOCATED AT 321 WEST AVE, HOLDREGE, NE 68949 INVESTMENT RELATED: Yes NUMBER OF HOURS: null SECURITIES TRADING HOURS: null START DATE: 10/01/1997 ADDRESS: 321 West Ave., PO Box 195, Holdrege NE 68949 DESCRIPTION: I sell only fixed insurance products that do not require SAI's supervision. 2. FIRST NEBRASKA SOLAR, LLC POSITION: Partner NATURE: First Nebraska Solar, LLC this is a business that I am an owner that sells solar arrays to business and home owners. INVESTMENT RELATED: Yes NUMBER OF HOURS: 15/ SECURITIES TRADING HOURS: 4 START DATE: 01/01/2019 ADDRESS: 321 West Ave., Holdrege NE 68949 DESCRIPTION: Work with business owners to determine if solar power is a good business decision. 3. DBA - Midwest Wealth Management LLC
CRS (Client Relationship Summary) - RIA
Click below to view Terry Doyle Buskirk's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 1994
Experience
Current
October 14, 2020 - Present
STRATEGIC BLUEPRINT, LLC
Office #1: 321 West Avenue, Holdrege, NE 68949RIA
CRD#: 284840
Holdrege, NE
Current
October 2, 2020 - Present
THE STRATEGIC FINANCIAL ALLIANCE, INC.
Office #1: 321 West Avenue, Holdrege, NE 68949RIA
BD
CRD#: 126514
Holdrege, NE
Past
August 27, 2014 - October 9, 2020
USADVISORS WEALTH MANAGEMENT, LLC
RIA
CRD#: 158108
HOLDREGE, NE
Past
June 29, 2004 - August 26, 2014
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
HOLDREGE, NE
Past
June 4, 2004 - October 8, 2020
SECURITIES AMERICA, INC.
BD
CRD#: 10205
HOLDREGE, NE
Past
December 31, 1997 - December 31, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
RIA
CRD#: 6363
HOLDREGE, NE
Past
April 19, 1993 - December 31, 2005
IDS LIFE INSURANCE COMPANY
BD
CRD#: 6321
MINNEAPOLIS, MN
Past
April 19, 1993 - December 31, 2005
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Past
May 21, 1992 - May 4, 1993
MUTUAL SECURITIES, INC.
BD
CRD#: 13092
CAMARILLO, CA
Past
September 25, 1985 - May 11, 1992
AMERIPRISE FINANCIAL SERVICES, LLC
BD
CRD#: 6363
MINNEAPOLIS, MN
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
Registered Investment Advisory firm - (10/28/2016 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
California(10/2/2020)
RR
Colorado(10/2/2020)
RR
Idaho(10/2/2020)
RR
Illinois(10/2/2020)
RR
Indiana(10/2/2020)
RR
Iowa(10/2/2020)
RR
Kansas(10/2/2020)
RR
Louisiana(10/2/2020)
RR
Nebraska(10/2/2020)
IAR
Nebraska(10/14/2020)
RR
Nevada(10/2/2020)
RR
New Jersey(10/2/2020)
RR
North Carolina(5/28/2024)
RR
South Dakota(10/2/2020)
RR
Texas(5/24/2024)
RR
Virginia(10/2/2020)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
SB
STRATEGIC BLUEPRINT, LLC
BEE STREET ADVISORY GROUP | THE RETIREMENT COACH | THE BAKER FINANCIAL GROUP | STRATEGIC BLUEPRINT, LLC | SHERPA FINANCIAL ADVISORS | PREHMUS FINANCIAL PARTNERS | OAKPOINT INVESTMENT PARTNERS | MIDWEST WEALTH MANAGEMENT | METAPARADIGM WEALTH MANAGEMENT | LIFE INCOME | LFA PRIVATE WEALTH MANAGEMENT | LEHNER SHOPE WEALTH GROUP | KEEN & POCOCK FINANCIAL PARTNERS | GOODWIN WEALTH | GENCREST CAPITAL PARTNERS | FAMILY WEALTHCARE | DESERT GROVE INVESTMENTS | CORNERSTONE WEALTH MANAGEMENT | COMPASS WEALTH MANAGEMENT | COMPASS FINANCIAL SERVICES | CLARITY FINANCIAL ADVISORS | BOURNE FINANCIAL COACHING | BENKO FINANCIAL SERVICES
CRD#: 284840 / SEC#: 801-108531
RIA
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Contact information
Main Address
2200 Century Parkway Suite 500, Atlanta, GA 30345
Mailing Address
Phone number
(678) 954-4130
Established
Firm type
Fiscal year end
# of Employees
57
SEC notice filing (40 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 9,067 |
| AUM (Assets Under Management) | $ 2,671,662,109 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
